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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,910 | $106,749-0.8% | $145,433-27.2% | $82,448+28.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.53% | 27.59%-7.1pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $9,753 | $3,444+183.2% | $4,554+114.1% | $2,551+282.3% |
| Participant deferral / active EE | $9,082 | $6,519+39.3% | $7,897+15.0% | $4,139+119.4% |
| Admin fee / account holder | $1,351 | $8,390-83.9% | $13,129-89.7% | $7,234-81.3% |